Data / Investment advisers / Serving pension and profit sharing plans / New Jersey

Investment advisers in New Jersey serving pension and profit sharing plans: 154 firms

Name: Investment advisers in New Jersey serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

154 SEC registered investment advisers with a main office in New Jersey report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $362 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Pgim, Inc.

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154Advisers
$362 billionAUM from this client type
151Advisers over $100 million
November 2, 2026File date

Advisers in New Jersey serving pension and profit sharing plans

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Pgim, Inc.	Newark	111	$122.40 billion	$1.13 trillion	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	3,742	$56.04 billion	$71.64 billion	adviserinfo.sec.gov
Adp Strategic Plan Services, LLC	Roseland	110,773	$32.40 billion	$32.40 billion	adviserinfo.sec.gov
Metlife Investment Management, LLC	Whippany	87	$30.69 billion	$563.78 billion	adviserinfo.sec.gov
UBS Financial Services Inc.	Weehawken	9,843	$26.43 billion	$915.79 billion	adviserinfo.sec.gov
Concord Advisory Group LTD	Princeton	37	$18.76 billion	$46.19 billion	adviserinfo.sec.gov
Managed Account Advisors LLC	Jersey City	12,319	$17.08 billion	$994.99 billion	adviserinfo.sec.gov
Honeywell Capital Management LLC	Morris Plains	Fewer than 5	$12.19 billion	$12.19 billion	adviserinfo.sec.gov
Jacobs Levy Equity Management	Florham Park	35	$8.68 billion	$28.01 billion	adviserinfo.sec.gov
NPPG Plan Professionals, LLC	Shrewsbury	64	$6.27 billion	$6.27 billion	adviserinfo.sec.gov
Harding Loevner LP	Bridgewater	37	$5.67 billion	$32.06 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	115	$4.14 billion	$676.69 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	66	$3.73 billion	$270.39 billion	adviserinfo.sec.gov
Summit Financial, LLC	Parsippany	561	$2.80 billion	$26.35 billion	adviserinfo.sec.gov
Pgim Quantitative Solutions	Newark	11	$2.19 billion	$110.95 billion	adviserinfo.sec.gov
Hudson Edge Investment Partners, Inc.	Jersey City	68	$1.11 billion	$2.95 billion	adviserinfo.sec.gov
Passaic Partners LLC	Newark	10	$1.01 billion	$2.24 billion	adviserinfo.sec.gov
CFS Investment Advisory Services LLC	Totowa	87	$942.5 million	$2.73 billion	adviserinfo.sec.gov
Newport Capital Group, LLC	Red Bank	111	$877.2 million	$1.28 billion	adviserinfo.sec.gov
Systematic Financial Management LP	Teaneck	11	$837 million	$4.21 billion	adviserinfo.sec.gov
Private Advisor Group, LLC	Morristown	2,155	$829.3 million	$57.70 billion	adviserinfo.sec.gov
Onepoint BFG Wealth Partners	Parsippany	167	$641.9 million	$15.13 billion	adviserinfo.sec.gov
Zais Group	Holmdel	1	$575.8 million	$5.26 billion	adviserinfo.sec.gov
Palisade Capital Management, LP	Fort Lee	13	$536.5 million	$3.86 billion	adviserinfo.sec.gov
Reedmark Advisors, LLC	Somerville	36	$475.3 million	$564.6 million	adviserinfo.sec.gov
Landseer Advisors LLC	Princeton	3	$415.2 million	$415.2 million	adviserinfo.sec.gov
Modera Wealth Management, LLC	Westwood	111	$397 million	$17.68 billion	adviserinfo.sec.gov
Valley Wealth Managers, Inc.	Paramus	18	$332.2 million	$2.69 billion	adviserinfo.sec.gov
Pathstone	Englewood	5	$306.6 million	$110.30 billion	adviserinfo.sec.gov
1932 Investment Management	Newark	Fewer than 5	$212.6 million	$4.60 billion	adviserinfo.sec.gov
Cra Financial Services, L.L.C.	Northfield	82	$212.5 million	$1.69 billion	adviserinfo.sec.gov
Traphagen Financial Group	Oradell	110	$198.4 million	$2.28 billion	adviserinfo.sec.gov
Mountain Hill Investment Partners	Atlantic Highlands	19	$179.5 million	$539 million	adviserinfo.sec.gov
Key Client Fiduciary Advisors, LLC	Fairfield	77	$165.4 million	$896.3 million	adviserinfo.sec.gov
Npa Asset Management, LLC	Fair Lawn	376	$158 million	$1.06 billion	adviserinfo.sec.gov
Cornerstone Planning Group	Fairfield	46	$155.4 million	$951.8 million	adviserinfo.sec.gov
BC Advisors, LLC	Mt. Laurel	2	$135.4 million	$4.73 billion	adviserinfo.sec.gov
HFM Investment Advisors, LLC	Glassboro	45	$129.3 million	$404.1 million	adviserinfo.sec.gov
Delta Capital Management LLC	Red Bank	2	$109.4 million	$240.2 million	adviserinfo.sec.gov
Advisors Capital Management, LLC	Ridgewood	64	$105.4 million	$12.20 billion	adviserinfo.sec.gov
Strategic Family Wealth Counselors, L.L.C.	Fairfield	12	$78.6 million	$1.66 billion	adviserinfo.sec.gov
Tilson Financial Group Inc	New Providence	24	$72.9 million	$750.6 million	adviserinfo.sec.gov
Aljen Asset Management LLC	Cedar Knolls	50	$64 million	$230.2 million	adviserinfo.sec.gov
Cora Capital Advisors	Marlton	34	$60.6 million	$722.9 million	adviserinfo.sec.gov
Condor Capital Wealth Management	Martinsville	5	$58.9 million	$2.18 billion	adviserinfo.sec.gov
Simon Quick Advisors, LLC	Morristown	6	$57.3 million	$9.01 billion	adviserinfo.sec.gov
Highland Financial Advisors, LLC	Wayne	33	$56 million	$640 million	adviserinfo.sec.gov
Oliver Luxxe Assets LLC	Gladstone	25	$49.5 million	$1.00 billion	adviserinfo.sec.gov
Kubhera Enterprises LLC	Princeton	30	$48 million	$275.5 million	adviserinfo.sec.gov
TLG Advisors, Inc.	Summit	28	$47.5 million	$2.30 billion	adviserinfo.sec.gov
McRae Capital Management Inc.	Morristown	56	$47.3 million	$795 million	adviserinfo.sec.gov
Beacon Trust	Morristown	10	$46.5 million	$4.44 billion	adviserinfo.sec.gov
Wealth Management Associates, Inc.	Cherry Hill	8	$45.1 million	$717.4 million	adviserinfo.sec.gov
Quantum Capital Management, LLC	Northfield	Fewer than 5	$45 million	$1.00 billion	adviserinfo.sec.gov
Leatherback Investments LLC	Lakewood	12	$40.5 million	$169.6 million	adviserinfo.sec.gov
Victory Wealth Partners	Mullica Hill	13	$39 million	$102.5 million	adviserinfo.sec.gov
Revolve Wealth Partners, LLC	Hackensack	24	$38.2 million	$1.42 billion	adviserinfo.sec.gov
Princeton Global Asset Management LLC	Princeton	9	$38 million	$921.3 million	adviserinfo.sec.gov
Podell Financial Group LLC	Fairfield	20	$35.8 million	$227.6 million	adviserinfo.sec.gov
Sax Wealth Advisors, LLC	Parsippany	23	$30.1 million	$3.60 billion	adviserinfo.sec.gov
Ridgewood Investments	Springfield	37	$29.2 million	$419.2 million	adviserinfo.sec.gov
Pine Valley Investments	Marlton	16	$28.8 million	$2.67 billion	adviserinfo.sec.gov
Abner Herrman & Brock, LLC	Jersey City	16	$28.2 million	$2.74 billion	adviserinfo.sec.gov
Global Wealth Management, LLC	Kingston	5	$27.3 million	$245.7 million	adviserinfo.sec.gov
Redwood Wealth Management Group, LLC	Medford	11	$24.8 million	$317.2 million	adviserinfo.sec.gov
Taurus Financial	Jersey City	33	$23.9 million	$162.5 million	adviserinfo.sec.gov
Excel Capital Management Corp	Warren	13	$23.9 million	$192.5 million	adviserinfo.sec.gov
Signet Financial Management, LLC	Parsippany	9	$23.2 million	$1.18 billion	adviserinfo.sec.gov
Omega Capital Management, LLC	Flanders	11	$20.4 million	$139.7 million	adviserinfo.sec.gov
Glen Eagle Advisors, LLC	Kingston	20	$18.9 million	$1.03 billion	adviserinfo.sec.gov
Byrne Asset Management, LLC	Kingston	2	$18.8 million	$268.7 million	adviserinfo.sec.gov
Roxbury Financial	Mount Arlington	6	$17.5 million	$180.5 million	adviserinfo.sec.gov
5c Capital Management, LLC	Woodcliff Lake	17	$15.8 million	$648.1 million	adviserinfo.sec.gov
Tandem Capital Management, Inc.	Woodcliff Lake	4	$15.1 million	$279.7 million	adviserinfo.sec.gov
Able Wealth Management LLC	Toms River	54	$14.3 million	$579.5 million	adviserinfo.sec.gov
Makrod Investment Associates Inc	Verona	1	$13.5 million	$894.4 million	adviserinfo.sec.gov
Carnegie Lake Advisors LLC	Princeton	1	$12.6 million	$403 million	adviserinfo.sec.gov
Mezzasalma Advisors	Tinton Falls	9	$11.4 million	$534.4 million	adviserinfo.sec.gov
Stolzer Rothschild Levy LLC	Basking Ridge	5	$10.7 million	$166 million	adviserinfo.sec.gov
Unio Capital LLC	Princeton	3	$10.3 million	$691.5 million	adviserinfo.sec.gov
Hennion & Walsh Asset Management, Inc.	Parsippany	Fewer than 5	$10 million	$768.8 million	adviserinfo.sec.gov
Fortis Group Advisors LLC	Westwood	13	$9.9 million	$822.4 million	adviserinfo.sec.gov
Teplitz Financial Group LLC	Old Bridge	20	$9.5 million	$131.7 million	adviserinfo.sec.gov
Beckerman Wealth	Ocean Grove	10	$9.5 million	$303.3 million	adviserinfo.sec.gov
Corrado Advisors, LLC	Ramsey	5	$9.2 million	$252.8 million	adviserinfo.sec.gov
Covenant Asset Management, LLC	Chester	11	$9.2 million	$692.6 million	adviserinfo.sec.gov
Regency Wealth Management	Ramsey	4	$9 million	$642.6 million	adviserinfo.sec.gov
Goodhaven Capital Management	Millburn	Fewer than 5	$8.8 million	$405.3 million	adviserinfo.sec.gov
Personal Cfo Solutions LLC	Chester	12	$8.6 million	$1.65 billion	adviserinfo.sec.gov
Seabridge Investment Advisors LLC	Summit	3	$8.5 million	$771.2 million	adviserinfo.sec.gov
Shore Point Advisors, LLC	Brielle	10	$8.4 million	$327.7 million	adviserinfo.sec.gov
Gci Financial Group	Mendham	7	$8.2 million	$145.1 million	adviserinfo.sec.gov
GSG Advisors LLC	Mount Laurel	1	$8 million	$862.3 million	adviserinfo.sec.gov
Vestgen Investment Management	Egg Harbor TWP.	31	$7.9 million	$786.6 million	adviserinfo.sec.gov
Buckman Advisory Group LLC	Little Silver	13	$7.8 million	$277.3 million	adviserinfo.sec.gov
Garden State Investment Advisory Services, LLC	Red Bank	13	$7.6 million	$673.8 million	adviserinfo.sec.gov
Mk3 Wealth LLC	Cherry Hill	Fewer than 5	$7.5 million	$113.1 million	adviserinfo.sec.gov
Access Wealth	East Hanover	7	$7.4 million	$539.1 million	adviserinfo.sec.gov
Roundview Capital, LLC	Princeton	6	$7.4 million	$2.13 billion	adviserinfo.sec.gov
Copper Beech Financial Group, LLC	Moorestown	27	$6.9 million	$197.4 million	adviserinfo.sec.gov
MD Wealth Advisors Inc	Cranford	7	$6.9 million	$105.2 million	adviserinfo.sec.gov
WP Asset Management	Bedminster	17	$6.6 million	$121.3 million	adviserinfo.sec.gov
Northstar Advisory Group, LLC	Northfield	6	$6.6 million	$377 million	adviserinfo.sec.gov
Salvus Wealth Management, LLC	Red Bank	Fewer than 5	$6.3 million	$316.5 million	adviserinfo.sec.gov
Princeton Capital Management LLC	Red Bank	2	$6.2 million	$435.5 million	adviserinfo.sec.gov
Bluefin Financial	Moorestown	2	$6.1 million	$289.6 million	adviserinfo.sec.gov
Halberstadt Financial Consultants Inc	Princeton	1	$6 million	$185 million	adviserinfo.sec.gov
Eagle Wealth Strategies	Mullica Hill	Fewer than 5	$5.7 million	$653.8 million	adviserinfo.sec.gov
Virtus Wealth Solutions	Cranford	3	$5.4 million	$594.9 million	adviserinfo.sec.gov
Philadelphia Investment Partners, LLC	Voorhees	3	$5.4 million	$176 million	adviserinfo.sec.gov
191 Godwin Associates, Inc. D/B/A Godwin Capital Management	Wyckoff	11	$5.3 million	$150.1 million	adviserinfo.sec.gov
Withum Wealth Management	Red Bank	7	$5.2 million	$2.34 billion	adviserinfo.sec.gov
Investment Partners Asset Management	Metuchen	4	$5 million	$333.4 million	adviserinfo.sec.gov
Precision Financial Services	Mine Hill	8	$4.9 million	$435.6 million	adviserinfo.sec.gov
Green Ridge Wealth Planning LLC	Montville	3	$4.6 million	$389.6 million	adviserinfo.sec.gov
Signature Wealth Management Partners, LLC	Montvale	3	$4.4 million	$454.2 million	adviserinfo.sec.gov
Wealth Quarterback LLC	Toms River	6	$4.1 million	$391.3 million	adviserinfo.sec.gov
Ciro Capital LLC	Jersey City	5	$3.6 million	$117.4 million	adviserinfo.sec.gov
Cypress Financial Planning	Haddon Heights	5	$3.5 million	$490.4 million	adviserinfo.sec.gov
Friedenthal Financial, LLC	Marlton	4	$3.5 million	$196.4 million	adviserinfo.sec.gov
Stawnychy Financial Services, Inc.	Kinnelon	Fewer than 5	$3.3 million	$131.2 million	adviserinfo.sec.gov
DGS Capital Management	Jersey City	2	$3.1 million	$1.05 billion	adviserinfo.sec.gov
TSP Capital Management Group, LLC	Summit	1	$2.9 million	$553.3 million	adviserinfo.sec.gov
Wbi Investments, LLC	Red Bank	2	$2.9 million	$539.6 million	adviserinfo.sec.gov
Paradigm Wealth Advisory LLC	Bridgewater	1	$2.8 million	$201.2 million	adviserinfo.sec.gov
RMR Wealth Builders, Inc.	Montclair	1	$2.5 million	$2.89 billion	adviserinfo.sec.gov
Covington & Associates, Inc.	Westfield	Fewer than 5	$2.4 million	$308.2 million	adviserinfo.sec.gov
Novi Wealth Partners	Princeton	2	$2.4 million	$612.8 million	adviserinfo.sec.gov
Smallwood Wealth Management	Red Bank	3	$2.1 million	$339 million	adviserinfo.sec.gov
Davidson Wealth Management LLC	Forked River	Fewer than 5	$2 million	$172.4 million	adviserinfo.sec.gov
Oakbourne Advisors	Berkeley Heights	57	$2 million	$347.9 million	adviserinfo.sec.gov
Sterling Financial Planning Inc	Sparta	2	$1.9 million	$760.8 million	adviserinfo.sec.gov
Redwood Financial Planning, LLC	Scotch Plains	13	$1.9 million	$388.8 million	adviserinfo.sec.gov
Genesis Financial Group, LLC	Paramus	1	$1.5 million	$171.3 million	adviserinfo.sec.gov
Kevin M. Gibney and Company, LLC	Iselin	Fewer than 5	$1.4 million	$306.9 million	adviserinfo.sec.gov
Steffens Financial Corp	Byram Township	2	$1.3 million	$162 million	adviserinfo.sec.gov
Washington Crossing Advisors LLC	Morristown	3	$1.2 million	$2.03 billion	adviserinfo.sec.gov
Vision Retirement	Ridgewood	2	$1.1 million	$633.7 million	adviserinfo.sec.gov
Bulldog Investors, LLP	Saddle Brook	2	$856,213	$561 million	adviserinfo.sec.gov
Geneva Financial Group	Lakewood	Fewer than 5	$789,687	$233.7 million	adviserinfo.sec.gov
Omni 360 Wealth, Inc.	Plainsboro	1	$767,531	$425.7 million	adviserinfo.sec.gov
Sustainvest Asset Management, LLC	Linwood	Fewer than 5	$659,645	$137.4 million	adviserinfo.sec.gov
Tranquilli Financial Advisor, LLC	Clinton	1	$533,167	$199.4 million	adviserinfo.sec.gov
Financial Futures	Brielle	1	$523,000	$270.5 million	adviserinfo.sec.gov
Leicht Financial Planning and Wealth Management	Parsippany	Fewer than 5	$522,568	$237.4 million	adviserinfo.sec.gov
Castle Financial & Retirement Planning Associates Inc	Fair Haven	Fewer than 5	$505,083	$107.9 million	adviserinfo.sec.gov
New Vernon Capital	Morristown	Fewer than 5	$422,069	$902.1 million	adviserinfo.sec.gov
Byron Place Capital Management, LLC	Metuchen	1	$246,307	$48.4 million	adviserinfo.sec.gov
Pegasus Asset Management Inc	Morristown	Fewer than 5	$187,481	$553.6 million	adviserinfo.sec.gov
Vaughan and Company Securities, Inc.	Ridgewood	2	$162,700	$218.9 million	adviserinfo.sec.gov
Sacks & Associates, LLC	Warren	1	$23,755	$212.8 million	adviserinfo.sec.gov
BCG Securities, Inc.	Cherry Hill	65	Not listed	$894.2 million	adviserinfo.sec.gov
Curcio Webb LLC	Lawrenceville	39	Not listed	Not listed	adviserinfo.sec.gov
Bellwether Consulting LLC	Millburn	16	Not listed	Not listed	adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.